Excelsior Mining

After beginning 2018 with great optimism and a strong rally right out of the starting gate, the junior mining sector has fallen on hard times. The TSX-Venture Composite is the worst performing global stock exchange of 2018 with a nearly … Continued

During my two week visit to the Yukon and Vancouver I was fortunate to have had the opportunity to interview one of my favorite voices in the junior mining sector, Eric Coffin of HRA Advisory. Eric has the unique skill of offering deep … Continued

After spending the last 72 hours in Scottsdale, Arizona at the Capital Events Conference I have some observations to share. Companies that I met with that stood out to me in terms of being potentially attractive investments/speculations were (in no particular … Continued

Earlier in the week I wrote about one of my main themes for 2018, a rising inflation/interest rate environment. In this post I will lay out which sector I believe will do well against a backdrop of rising inflation and rising … Continued

Between 2019 and 2022 the global copper market is facing an increasingly undersupplied situation: This looming undersupplied market situation has some analysts forecasting a return to US$4/lb copper over the coming years. However, trying to profit from higher copper prices … Continued